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Should I take my pension as a lump sum?

Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp

What documents do I need to keep on file?

What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax

What Issues Should I Consider Regarding My Non-Qualified Stock Options?

Non-Qualified Stock Options (“NQSOs”) are a common form of equity compensation, offering a share in the potential appreciation of a company’

What Issues Should I Consider Regarding My Restricted Stock Units?

Restricted Stock Units (RSUs) are a popular form of equity compensation that, after vesting, result in an employee’s receipt of shares of co

What issues should I consider regarding my Incentive Stock Options?

Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company

When should I claim Social Security?

Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.

What issues should I consider when starting a new job?

When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a

Should I Use A Donor Advised Fund DAF When Giving To Public Charities?

In the charitable giving realm, Donor Advised Funds (“DAFs”) have become increasingly popular and valuable planning vehicles.

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

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